IBEX WEALTH ADVISORS

Business address
135 Us Highway 202 206, Suite 4, Bedminster, NJ, 07921
Top securities (13F)
NVDA, AVGO, PLTR, MSFT, APP, AAPL, WMB, AMZN, JXN, T, META, TBIL, VRT, GOOGL, ABBV, PANW, VZ, OKE, MA, and COF
State of incorporation
NJ
Fiscal year end
31 December
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IBEX WEALTH ADVISORS has filed 39 SEC EDGAR filings since 07 Nov 2016

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 12 Nov 2025 30 Sep 2025 028-17550
N-PX Open Document Open Filing 20 Aug 2025 30 Jun 2025 028-17550
13F-HR Open Document Open Filing 07 Aug 2025 30 Jun 2025 028-17550
13F-HR Open Document Open Filing 15 Apr 2025 31 Mar 2025 028-17550
13F-HR Open Document Open Filing 23 Jan 2025 31 Dec 2024 028-17550
13F-HR Open Document Open Filing 04 Nov 2024 30 Sep 2024 028-17550
N-PX Open Document Open Filing 30 Aug 2024 30 Jun 2024 028-17550
13F-HR Open Document Open Filing 06 Aug 2024 30 Jun 2024 028-17550
13F-HR Open Document Open Filing 18 Apr 2024 31 Mar 2024 028-17550
13F-HR Open Document Open Filing 29 Jan 2024 31 Dec 2023 028-17550
13F-HR Open Document Open Filing 07 Nov 2023 30 Sep 2023 028-17550
13F-HR Open Document Open Filing 15 May 2023 31 Mar 2023 028-17550
13F-HR Open Document Open Filing 06 Feb 2023 31 Dec 2022 028-17550
13F-HR Open Document Open Filing 31 Oct 2022 30 Sep 2022 028-17550
13F-HR Open Document Open Filing 16 Aug 2022 30 Jun 2022 028-17550
13F-HR Open Document Open Filing 16 May 2022 31 Mar 2022 028-17550
13F-HR Open Document Open Filing 22 Feb 2022 31 Dec 2021 028-17550
13F-HR Open Document Open Filing 12 Nov 2021 30 Sep 2021 028-17550
13F-HR Open Document Open Filing 20 Aug 2021 30 Jun 2021 028-17550
13F-HR Open Document Open Filing 05 May 2021 31 Mar 2021 028-17550
13F-HR Open Document Open Filing 22 Jan 2021 31 Dec 2020 028-17550
13F-HR Open Document Open Filing 23 Oct 2020 30 Sep 2020 028-17550
13F-HR Open Document Open Filing 14 Aug 2020 30 Jun 2020 028-17550
13F-HR Open Document Open Filing 05 May 2020 31 Mar 2020 028-17550
13F-HR Open Document Open Filing 24 Jan 2020 31 Dec 2019 028-17550
13F-HR Open Document Open Filing 12 Nov 2019 30 Sep 2019 028-17550
13F-HR Open Document Open Filing 30 Jul 2019 30 Jun 2019 028-17550
13F-HR Open Document Open Filing 01 May 2019 31 Mar 2019 028-17550
13F-HR Open Document Open Filing 01 Feb 2019 31 Dec 2018 028-17550
13F-HR Open Document Open Filing 09 Oct 2018 30 Sep 2018 028-17550
13F-HR Open Document Open Filing 24 Sep 2018 30 Jun 2018 028-17550
13F-HR Open Document Open Filing 13 Jun 2018 31 Mar 2018 028-17550
13F-HR Open Document Open Filing 13 Feb 2018 31 Dec 2017 028-17550
13F-HR Open Document Open Filing 13 Nov 2017 30 Sep 2017 028-17550
13F-HR/A Open Document Open Filing 14 Aug 2017 30 Jun 2017 028-17550
13F-HR Open Document Open Filing 10 Aug 2017 30 Jun 2017 028-17550
13F-HR Open Document Open Filing 25 May 2017 31 Mar 2017 028-17550
13F-HR Open Document Open Filing 24 Mar 2017 31 Dec 2016 028-17550
13F-HR Open Document Open Filing 07 Nov 2016 30 Sep 2016 028-17550